CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全1453銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 3.11% | -0.35% | -0.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.62% | -0.19% | -2.67% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.41% | +7.91% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.34% | -0.44% | +15.59% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.22% | +4.16% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.51% | — | -7.27% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | — | +1.10% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | -0.35% | -9.80% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.07% | — | -14.21% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.13% | -2.17% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.15% | +5.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.15% | -1.14% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | +1.99% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +18.56% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | -3.11% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.21% | +5.09% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.21% | -2.79% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | -1.19% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +0.69% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +4.66% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +20.58% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -14.49% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | — | +5.61% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.13% | +0.65% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.51% | — | -2.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +12.74% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.48% | — | -1.58% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.47% | — | +192.98% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | +11.27% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +2.14% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | -10.00% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | +387.40% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.43% | — | +13.11% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | — | +6.40% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | -4.81% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.03% | +2.33% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | +18.86% | |
| 38 | FTXL | First Trust Nasdaq Semicondu | ETF-テック型 | 0.41% | — | +0.08% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.11% | -6.37% | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.40% | — | -0.97% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.39% | -0.28% | +2.28% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | +6.22% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | +1.14% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | — | -13.42% | |
| 45 | FXR | First Trust Indst/producers | ETF-その他 | 0.38% | — | +2.61% | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.38% | +1.53% | -6.93% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | — | +13.90% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +1.96% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.36% | — | +2.21% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | — | +5.62% |